Updating Your Default Email Message in ClientPoint

The default email message in ClientPoint is a pre-set template used when sending ClientPoint links to prospects. It ensures consistency in communication and streamlines the process for your team. The message typically includes three-step instructions for accessing and viewing the ClientPoint. Administrators have the flexibility to customize this message for specific themes, ensuring that it aligns with your branding and communication needs.

Steps to Update Your Default Email Message

• Access the Settings:

  • Navigate to the Settings tab in your ClientPoint account.

• Edit Themes:

  • Select the Themes option from the menu.

• • • Choose the theme you want to update and click Edit.

• Open Advanced Settings:

  • In the theme editor, locate and click on Advanced Settings.

•   Modify the Email Message:

  • Scroll down to the Email Message section.

• • Edit the email template as desired, ensuring to retain the placeholder <<document link>>, which inserts the unique ClientPoint link.

• Use Merge Tags (Optional):

  • Incorporate merge tags such as:
    • Client Name
    • Contact Name
    • Rep Name
  • Merge tags dynamically populate these details in the email using shortcodes, personalizing the message for each recipient.

• Save Your Changes:

  • Once the updates are complete, click Save in the top-right corner of the page to apply the changes.

Pro Tip

Using merge tags enhances personalization, fostering better engagement with prospects. Ensure your updated message is clear, professional, and aligned with your organization's tone.

Conclusion

Customizing the default email message in ClientPoint is an efficient way to maintain professionalism and consistency across your team’s communications. By tailoring this message within the theme settings, you can ensure a seamless experience for prospects while reflecting your brand's voice. For additional support or guidance, contact support@clientpoint.net.